Vestwell - About the company
Vestwell is a series E company based in New York City (United States), founded in 2016 by Antonio Gonzalez. It operates as a Provider of digital workplace savings and retirement plan administration solutions. Vestwell has raised $706M in funding from investors like Lightspeed Venture Partners, Goldman Sachs and Wells Fargo, with a current valuation of $2B. The company has 7 active competitors, including 3 that are funded. Its top competitors include companies like iraLogix, ASC and Escali.
Sectors and market segments that Vestwell operate in
Vestwell serves in the FinTech market segments.The primary business model of Vestwell is:Company Details
Provider of digital workplace savings and retirement plan administration solutions. It modernizes workplace savings programs, including retirement plans and related benefits. It enables employers to offer and manage savings plans at scale, integrates with payroll and financial systems, and provides employees with tools to automate contributions and track long-term financial goals. The platform supports advisors and partners with compliance-ready administration, reporting, and end-to-end plan management designed to simplify and expand access to modern savings solutions.
- Website
- www.vestwell.com/
- Social
- Registered Address
- 360 Madison Ave 15th floor, New York, NY 10017, United States
Key Metrics
Founded Year
2016
Location
New York City, United States
Stage
Series E
Total Funding
$706M in 7 rounds
Latest Funding Round
Post Money Valuation
$2B as on Feb 18, 2026
Investors
Ranked
1st among 7 active competitors
Employee Count
619 as on Sep 30, 2026
Legal entities associated with Vestwell
Vestwell is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
VESTWELL HOLDINGS, INC. CIN: 813062212 , United States, Active | Dec 31, 1999 | - | 441 (As on Dec 31, 2024) | - |
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Vestwell's funding and investors
Vestwell has raised a total funding of $706M over 7 rounds. Its first funding round was on Sep 09, 2016. Its latest funding round was a Series E round on Feb 18, 2026 for $385M. 8 investors participated in its latest round. Vestwell has 31 institutional investors.
Here is the list of recent funding rounds of Vestwell:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Feb 18, 2026 | $385M | Series E | $2B | - | ||
Dec 20, 2023 | $176M | Series D | $1B | - | ||
Jun 17, 2021 | $70M | Series C | $366M | - |
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Vestwell's founders and board of directors
Founder? Claim ProfileThe founders of Vestwell is Antonio Gonzalez.
Here are the details of Vestwell's key team members:
- Antonio Gonzalez: Director of Engineering, Technical Co-Founder of Vestwell.
Vestwell's Board of Directors
Vestwell's board has 19 active members. Logan Allin, Brooks Gibbins, John Moody, Antonio Gonzalez, Joshua Keay, Aaron Schumm, Benjamin Malka, Rana Yared, Aron Miodownik, Paul Pate, John Rettig, Joseph Pampel, David Sheen, Mark Shilshtut, Justin Overdorrf, Aaron Miodownik, C. Thomas Richardson, Brooks Gibbons and Lori Hardwick are independent board members.Here is the list of Vestwell's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 2y 6m | |
Independent board member | - | Current | 8y 11m | |
Independent board member | - | Current | 7y 5m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 8y 11m | |
Independent board member | - | Current | 7y 5m | |
Independent board member | - | Current | 8y 11m | |
Independent board member | - | Current | 5y 1m | |
Independent board member | - | Current | 2y 6m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 8y 11m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 2y 6m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 5y 1m | |
Independent board member | - | Current | 9y 11m | |
Independent board member | - | Current | 5y 1m |
View details of Vestwell's Founder profiles and Board Members
Vestwell's employee count trend
Vestwell has 619 employees as of Sep 26. Here is Vestwell's employee count trend over the years:
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Vestwell's Competitors and alternates
Top competitors of Vestwell include iraLogix, ASC and Escali. Here is the list of Top 10 competitors of Vestwell, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Vestwell 2016, New York City (United States), Series E | Provider of digital workplace savings and retirement plan administration solutions | $706M | 75/100 | |
2nd | iraLogix 2015, Doral (United States), Series C | Financial planning software for IRA | $48.4M | 58/100 | |
3rd |  ASC 1981, Los Angeles (United States), Funding Raised | Provides a compliance testing platform | - | 40/100 | |
4th | Reporting solutions for pension schemes & insurance companies | - | - | 27/100 | |
5th |  Veriphy 2017, Atlanta (United States), Seed | Web-based business intelligence platform | $20K | 27/100 | |
6th |  Pensionbar 2020, Toronto (Canada), Unfunded | Platform offering retirement solutions for employers and employees | - | - | 18/100 |
7th | RightPond 2014, Chicago (United States), Acqui-Hired | Analytics Platform for Pension Industry | - | - | 16/100 |
8th | Pension Triage 1990, Pontefract (United Kingdom), Unfunded | Provider of pension transfer reports | - | - | 15/100 |
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Vestwell's Investments and acquisitions
Vestwell has not made any investments yet. Vestwell has made 4 acquisitions.Here is the list of latest three $acquisitions:Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jul 28, 2023 | Acquisition | 2014 | Boston (United States) | |
Nov 03, 2021 | Acquisition | 1999 | New York City (United States) | |
Dec 09, 2019 | Acquisition | 2014 | Boston (United States) |
Want to know more about where corporates are investing? Sign up today!Reports related to Vestwell
Here is the latest report on Vestwell's sector:
News related to Vestwell
Filter this listMedia has covered Vestwell for a total of 8 events in the last 1 year, 2 of them have been about company updates and 1 about partnerships.
•
Vestwell Appoints Former Robinhood CFO Jason Warnick and FactSet CFO Josh Warren to Board of DirectorsGlobal Fintech Series•Sep 23, 2026•Vestwell
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Vestwell Selected by Intuit as Exclusive Partner to Deliver QuickBooks 401(k)PR Newswire•May 06, 2026•Vestwell, Intuit
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Vestwell Secures $385 Million in Series E Funding RoundMassinvestor•Feb 19, 2026•Blue Owl, Sixth Street, Vestwell, Franklin Templeton Investments and 8 others
•
Caprock Group LLC Acquires Shares of Sixth Street Specialty Lending, Inc.MarketBeat•Feb 15, 2026•Sixth Street, CapRock Communications, Blue Owl, Morgan Stanley and 1 other
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Vestwell Acquires Accrue 401k, Adding 30,000 Plans and 350,000 SaversPLANADVISER•Dec 09, 2025•Guideline, 401GO, Vestwell, accrue401k.com
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Savvy Wealth Partners with Vestwell to Simplify 401(k) Management for Clients’ Employee PlansBusiness Wire•May 06, 2025•Savvy Wealth, Vestwell
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John Hancock Retirement Announces Partnership with Vestwell, Launching FutureStep™ to Expand Plan OfferingBenzinga•Jan 15, 2025•John Hancock, Vestwell
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Vestwell Announces Strategic Partnership with TIAA to Expand Access to Guaranteed Retirement IncomePRWeb•Sep 04, 2024•Vestwell, TIAA
•
Vestwell has filed a notice of an exempt offering of securities to raise $176,052,333.00 in New Equity Investment.intelligence360•Mar 25, 2024•Vestwell
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